Pacific Pension & Investment Institute

What Pacific Pension & Investment Institute does

Pacific Pension & Investment Institute (PPI) is a California-incorporated educational nonprofit founded in 1998, with roots in small gatherings hosted by H. Lawrence Hull, Jr. in the early 1990s. It operates a membership-based global community of approximately 120 senior institutional investment organizations spanning 17 countries, including pension funds (e.g., CalPERS, CalSTRS, CPP Investments, AustralianSuper), sovereign wealth funds (e.g., GIC, GPIF, Future Fund, New Zealand Super Fund), endowments, foundations, and asset managers/advisors (e.g., Brookfield, Hamilton Lane, Wellington Management, Morgan Stanley, Goldman Sachs Asset Management). Combined, members represent approximately $25 trillion in assets under management. PPI's core purpose is to convene senior investment professionals for confidential peer dialogue on macroeconomics, geopolitics, asset allocation, risk management, and other issues affecting long-term institutional investors in Asia and the Pacific Rim.

PPI delivers its value through four program types: (1) three annual in-person Roundtables limited to approximately 120 senior executives each, held in major cities in North America (March and July) and Asia-Pacific (October-November); (2) monthly virtual Salons covering timely investor issues and leadership development; (3) periodic Executive Seminars providing deep-dive analysis of specific regional economies; and (4) the PPI Leadership Lab, a structured mentorship program developing next-generation asset-owner and allocator talent. All programs operate under Chatham House Rule. PPI does not develop proprietary technology products; its technology footprint consists of a website (ppi.institute), event app, event registration system, and community platforms managed by an 8-10 person secretariat led by President Lionel C. Johnson.

PPI's revenue model is subscription-based and nonprofit. In FY2025, total revenue and support reached $4,027,599, of which membership dues contributed $3,021,000 (approximately 75%, from ~120 member organizations on tiered annual subscriptions aligned to AUM and organizational type), program registration contributed $698,214, sponsorships and other support contributed $205,255, and net investment return contributed $103,130. The organization finished 2025 with a net operating surplus of $417,647 and net assets of $3,092,148. Distribution is direct: membership is by invitation from the Board of Directors, and member acquisition is driven by Board referrals, peer reputation, and institutional partnerships rather than paid acquisition.

Name

Pacific Pension & Investment Institute

Legal name

Pacific Pension & Investment Institute

Website

https://ppi.institute

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

Pacific Pension & Investment Institute is an invitation-only, nonprofit educational community of approximately 120 senior institutional investment organizations across 17 countries, representing about $25 trillion in AUM. It convenes members through annual roundtables, monthly virtual salons, regional seminars, and a leadership development program under Chatham House Rule.

Ownership category

akta.pro rank

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Dues: Primary revenue stream from tiered membership fees based on organizational type (asset owner/administrator vs. asset manager/advisor) and assets under management. 2025 revenue: $3,021,000 representing approximately 75% of total revenue.
2. Program Registration: Revenue from roundtable, seminar, and salon event registrations paid by member organizations and invited guests. 2025 revenue: $698,214.
3. Sponsorships and Other Support: Corporate sponsorships and miscellaneous support. 2025 revenue: $205,255.
4. Net Investment Return: Returns from organization's investment portfolio. 2025 revenue: $103,130.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels5 records

Core offering

Pacific Pension & Investment Institute (PPI) is a nonprofit membership organization that convenes senior institutional investment professionals through invitation-only programs, including three annual roundtables, monthly virtual salons, regional executive seminars, and the PPI Leadership Lab. Its offerings center on Chatham House Rule confidential peer-to-peer dialogue covering macroeconomics, geopolitics, asset allocation, risk management, and leadership development for the Asia-Pacific institutional investment community.

Product overview

Pacific Pension & Investment Institute (PPI) is a professional membership organization offering a suite of programs for institutional investors. Its core offerings include Roundtables (in-person gatherings held three times annually), Salons (monthly virtual programs), Seminars (regional deep-dive sessions), and the Leadership Lab (next-generation leadership development). These programs collectively provide a forum for candid, confidential dialogue on investment themes and trends affecting asset allocation, risk management, and investment decisions in the Asia-Pacific region and globally.

Differentiator

Problem solved

Functional benefit

Products and services

• Roundtables In-person gatherings held three times annually where members engage in dialogue around macro and micro topics relevant to institutional investors, including discussions on macroeconomics, asset allocation, geopolitics, and risk management. Limited to approximately 120 senior executives from member organizations.
• Salons Monthly virtual programs between roundtables covering timely investor issues, special briefings, and leadership development opportunities for PPI members.
• Executive Seminars Periodic deep-dive seminars into the economy of a specific country or region and its place in the global economy for PPI members, providing detailed analysis of regional investment environments.
• PPI Leadership Lab Leadership development program investing in cultivating the next generation of asset-owner and allocator leaders through mentorship, accountability, and shared responsibility programs, pairing emerging talent with senior faculty from PPI's membership.
• Institutional Membership Invitation-only institutional membership for pension funds, sovereign wealth funds, endowments, foundations, and asset management/advisory firms, with tiered annual dues based on organizational type and assets under management. Membership is intentionally limited to approximately 120 organizations worldwide and provides access to PPI's full program portfolio.

Quantifiable outcome

• Members comprise a global network representing approximately $25 trillion in assets under management
• +3 more outcomes

Named customers18 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Institutional Circle (InCircle)coreStrategic or Co-development PartnerInCircle is a non-profit association and independent exchange platform dedicated to asset owners, family offices, and high-net-worth individuals. Started with 30 members in 2010, the network has grown to 120 asset owners managing $1,000 billion in assets. PPI collaborates with InCircle on high-level meetings and research networks, co-producing program content, training programs, and research initiatives. Both organizations share a collegiate spirit in fostering dialogue among institutional investors.
• US-ASEAN Business CouncilcoreStrategic or Co-development PartnerThe US-ASEAN Business Council fosters economic growth, trade, and investment between the United States and ASEAN nations. Established in 1984 as a non-profit organization, the Council conducts research on economic, environmental, financial, political, and social conditions across the ten ASEAN nations. PPI collaborates with the Council on content related to Southeast Asian investment environment, sharing expertise on institutional investment in the region.

Scale indicators7 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• CFA Institute: Global professional association for investment managers, with credentials, publications, and industry convening functions. Overlaps with PPI in serving senior institutional investment professionals and producing industry research, but is significantly larger and credential-focused.
• Milken Institute: Global non-profit think tank convening leaders across finance, health, and policy. Comparable to PPI as a high-profile convener of institutional capital and policy leaders, with a much broader thematic scope and significantly larger staff and budget.

Direct peers

• Markets Group: Hosts institutional investment conferences and roundtables for asset owners and asset managers globally. Directly comparable to PPI as a paid events business serving the same institutional investor audience, though with a more commercial and conference-driven model rather than a Chatham House community.
• Thinking Ahead Institute: Global non-profit research and member network for pension funds, endowments, and foundations, focused on investment trends and leadership. Directly comparable to PPI as a peer community for institutional asset owners producing research and convening members.
• Institutional Limited Partners Association (ILPA): Membership association for institutional investors in private markets (LPs), providing education, best practices, and convening. Comparable to PPI as an LP-facing membership community with education and standards-setting functions, though narrowly focused on private market allocators.
• International Centre for Pension Management (ICPM): Non-profit network of senior pension investment executives focused on research and peer learning. Comparable to PPI as a Chatham House-style convening body specifically for pension CIOs, though more research-academic in orientation.

Others

• Pension Research Council (Wharton): Academic research council at the Wharton School focused on pension policy, finance, and retirement security. Comparable to PPI in addressing pension investment professionals but as an academic research body rather than a member convening organization.

Regional players

• National Institute on Retirement Security: US-focused non-profit research and education organization for public pension issues. Comparable to PPI as a pension-focused educational non-profit, but geographically limited to the United States and policy/advocacy oriented.

Emerging players

• Sovereign Wealth Fund Institute: Membership and research organization focused specifically on sovereign wealth funds. Comparable to PPI's SWF member base (GIC, GPIF, NZ Super, Future Fund) but narrower in scope to SWFs and more data/research-driven.
• Institutional Investor: Media brand and events business serving institutional asset owners and managers with research, awards, and conferences. Comparable to PPI's institutional investor audience but delivered primarily through media, research, and large commercial events rather than Chatham House community.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/treaspart

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pacific Pension & Investment Institute